IMCV icon

iShares Morningstar Mid-Cap Value ETF
IMCV

Overview Fund Activity

78 hedge funds and large institutions have $186M invested in iShares Morningstar Mid-Cap Value ETF in 2020 Q4 according to their latest regulatory filings, with 13 funds opening new positions, 19 increasing their positions, 20 reducing their positions, and 4 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
78
Holders Change
+8
Holders Change %
+11.43%
% of All Funds
1.38%
Holding in Top 10
1
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
0.02%
New
13
Increased
19
Reduced
20
Closed
4
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Royal Bank of Canada
1
Royal Bank of Canada
Ontario, Canada
$7.9M
2
Citadel Advisors
2
Citadel Advisors
Florida
$6.52M
3
RJFSA
3
Raymond James Financial Services Advisors
Florida
$2.95M
4
Bank of America
4
Bank of America
North Carolina
$8.4M
5
FTUS
5
Flow Traders U.S.
New York
$560K

Top Sellers

1
IAN
1
Integrated Advisors Network
Texas
$6.4M
2
AAS
2
Avantax Advisory Services
Texas
$2.28M
3
NL
3
NWAM LLC
Washington
$334K
4
CIC
4
Cornercap Investment Counsel
Georgia
$3.94M
5
Thrivent Financial for Lutherans
5
Thrivent Financial for Lutherans
Minnesota
$1.05M
Name Holding Trade Value Shares
Change 		Shares
Change %
AA
76
Ancora Advisors
Ohio
$3K – – –
SIS
77
Sound Income Strategies
Florida
$3K – – –
GRP
78
Global Retirement Partners
California
$3K – – –
William Blair & Company
79
William Blair & Company
Illinois
$2K – – –
FFN
80
Focus Financial Network
Minnesota
– -$610K -13,959 Closed
FHA
81
Flagship Harbor Advisors
Massachusetts
– -$115K -2,643 Closed
JPMorgan Chase & Co
82
JPMorgan Chase & Co
New York
– -$39K -900 Closed
PFS
83
Prospera Financial Services
Texas
– -$36K -825 Closed
1 2 3
4